in last financial year & since last financial year filters

• What feature do you want to see in Sharesight?

Add “in last financial year” and “since last financial year” date range to the portfolio / holding dashboards.

• Why do you want it?

So it is easy to get info over the time period of

  • last full FY
  • last full FY plus the current FY YTD.

• How is this affecting you?

Better useful insights from the info / graphs displayed.

I am new and trialing the Expert Plan. Having entered the trade data, I look for info covering the last full FY but there isn’t an easy way. The existing “in the last year” filter is a sliding year window and not really that useful.

• Do you currently have a workaround solution? If yes, what is it?

None that I am aware of.

• Can we reach out in future to ask follow up questions about this idea?

Sure. I assume you can link back to my Sharesight profile easily.

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Yes agree, at least “Last Financial Year” in the dropdowns would be welcome.
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Wholly agree. It seems bizarre that “last financial year” is not an option.

Yes, I agree. Please Sharesight add this to the drop down options.

Last financial Year is an option on the Performance Report. I think on the Overview Screen we should have an option of selecting any date range exactly as we can on the Performance Report. I think the selection should be identical. Also think if we go from the overview screen to the Performance Report it should keep there same date range.

2 Likes